Planned Giving Education
Overview
What is planned giving? It is the act of preparing to leave a legacy gift to the church or United Methodist institution that has meant so much to so many. Our service is to provide planned giving programs through the church or institution to assist individuals in the education process to help them understand the many ways gifts can be made.
Benefits of Planned Giving
There are many planned giving vehicles to help individuals accomplish their goal, some of which provide great benefit to the donor as well as the charitable beneficiary. Life Income Gifts provide excellent opportunities for a donor to make a gift, increase income during their lifetime while receiving estate and income tax benefits. The United Methodist Foundation offers support for the following life income gift vehicles:
- Charitable Gift Annuities
- Charitable Remainder Unitrusts
- Charitable Remainder Annuity Trusts
- Charitable Lead Trusts
Other types of gifts might include:
- Outright gifts of cash
- Donor Advised Funds
- IRA distributions
- Appreciated Stock
- Bequests
- Donor Advised Funds
- Designated Beneficiary of a Life Insurance Policy
- Designated Beneficiary of an IRA or other pension plan
The United Methodist Foundation serves as trustee and administers these vehicles which benefit the local church or United Methodist institution. The Foundation has the expertise and technical support to partner with other professionals, to accomplish the needs and desires of both the donor, as well as the church institution.
Other Planned Giving Related Links
